Belle Haven Investments is an independent asset management firm specializing in fixed income. With over $20 billion in assets under management across tax-exempt and taxable portfolios, Belle Haven has been dedicated to delivering exceptional service since 2002. The firm serves a diverse clientele, including consultants, advisors, family offices, institutions, non-profit organizations, and high-net-worth individuals. Belle Haven's expertise in fixed income, coupled with a personalized approach to portfolio management, has led to award-winning strategies and long-lasting client relationships. 

Our mission is simple: to be a best-in-class fixed income asset manager. This is not an easy task, but at Belle Haven we believe that by providing compelling risk-adjusted returns in combination with outstanding client service, we will accomplish this mission. Our investment philosophy is centered on the belief that active management can add value through security selection, credit research and a focus towards trade execution. Our goal is to ease reliance on interest rate forecasting or credit trends. Our active management seeks to reduce risk and enhance total return regardless of interest rate cycles or credit quality.

While our money management dates back to 2002, Belle Haven can trace its history back to 1991 when we were founded as an institutional broker/dealer. In many respects, it is this background in institutional trading that has helped form our unique approach to portfolio management. We understand the advantages from an institutional perspective and we deploy those concepts in the strategies we manage. Our CEO and CIO, Matt Dalton, has been with Belle Haven since 1996 and has over 35 years of experience in the fixed income marketplace. Over the years, Matt has built a humble, dedicated and talented team of professionals, which truly form the foundation of our success.